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Disclosery

Homrich & Berg: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Homrich & Berg on AXP, newest first. How the timeline and the estimate are built.

Homrich & Berg held 24,611 AXP shares at 2021-09-30 per its 13F-HR filed 2021-12-08.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 24,611 shares
    Change vs previous 13F +2,135 shares

    0.09% of the 13F portfolio, value $4,123,000.

    13F-HR 0001172661-21-002424 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2021-06-30
    13F 22,476 shares
    Change vs previous 13F +1,639 shares

    0.09% of the 13F portfolio, value $3,714,000.

    13F-HR 0001172661-21-001584 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2021-03-31
    13F 20,837 shares
    Change vs previous 13F +1,960 shares

    0.08% of the 13F portfolio, value $2,947,000.

    13F-HR 0001172661-21-001353 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2020-12-31
    13F 18,877 shares
    Change vs previous 13F +2,902 shares

    0.06% of the 13F portfolio, value $2,282,000.

    13F-HR 0001172661-21-000801 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2020-09-30
    13F 15,975 shares
    Change vs previous 13F +2,153 shares

    0.05% of the 13F portfolio, value $1,601,000.

    13F-HR 0001172661-20-002087 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2020-06-30
    13F 13,822 shares
    Change vs previous 13F +5,417 shares

    0.05% of the 13F portfolio, value $1,316,000.

    13F-HR 0001172661-20-001674 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2020-03-31
    13F 8,405 shares
    Change vs previous 13F +4,448 shares

    0.04% of the 13F portfolio, value $720,000.

    13F-HR 0001172661-20-001163 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2019-12-31
    13F 3,957 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $493,000.

    13F-HR 0001172661-20-000445 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).